Investment Strategy

Mercury Investment Group identifies mostly large capitalization and U.S.-centric equities that are competitively positioned to benefit from changes in the demographic structure of their markets. Our analysis of the revenue growth potential of companies is a key factor in our process. We analyze the revenue forecast outcome combined with the utilization of the free cash flow as it pertains to dividend payments, share repurchases, business investment, or acquisitions as key determinants in our valuation process. This disciplined approach has been consistent throughout our history and we believe will continue to enable us to invest in a portfolio of equity securities that is poised to provide superior returns to the S&P 500 index over upcoming business cycles.